How to Customize Your Patient Text Messages

Navigate to your RecallMax Dashboard from your Toolbar (Settings and Support-> Practice Management->View Dashboard Reports or click here to login directly. Note: Only practice administrators have access to the RecallMax Dashboards.

Select Patient Messages from the menu option on the left.

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Start by selecting the Message Type (1) and Status you would like to review/edit at the top.

You’ll then see the area below displays a preview of the current SMS/Text (2) and email (3) message details.

For this example, we’re going to edit the Reminder Text message,

Click the Edit Wording Button next to Text Preview

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Displayed now is your existing message on the right (1) and the area of the Text message that can be edited on the left (2).

Note: Hard coded information such as patient name and appointment details can not be edited.

We even have some SMS Custom Wording examples at the bottom. Click the Show Examples button to see more. (3)

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You can always add your own wording but for this example, we’re going to add some COVID instructions from the Custom Wording examples at the bottom(1) to the text message.


So we highlight the example (1), right click and Copy from the examples window and then right click and Paste to the New Message window (2).

Click the Preview button at any time to view your changes.

There is also a very handy Copy From button (3) that can be used to easily paste wording used in previous messaging updates.

There is a character limit, so please pay attention to the countdown at the bottom of the window (1)

If you’re happy with your message, Click Save (2) at the bottom and you’re done!

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Now you’re back at the main Patient Messages page and from here, you edit other email and SMS messages for your patients simply by selecting the Edit Wording button next to each message type.

As always, contact us for more information on these or any of our other features.

  • Phone: 1-800-651-8603 ext 1,

  • email: support@recallmax.com

  • Live text chat at www.recallmax.com


Stay safe and thanks for using RecallMax!